JBJ Investment Partners’s Dominion Energy D Stock Holding History

JBJ Investment Partners’s Portfolio D Stock Details D Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	$647K	Sell	8,235 -3,216	-28%	-$242K	0.13%	36
2021 Q3	$836K	Sell	11,451 -210	-2%	-$16K	0.17%	34
2021 Q2	$858K	Sell	11,661 -4,138	-26%	-$319K	0.18%	34
2021 Q1	$1.2M	Sell	15,799 -3,917	-20%	-$285K	0.26%	25
2020 Q4	$1.48M	Sell	19,716 -4,021	-17%	-$319K	0.34%	25
2020 Q3	$1.87M	Buy	23,737 +3,176	+15%	+$249K	0.49%	22
2020 Q2	$1.67M	Buy	20,561 +15,919	+343%	+$1.28M	0.48%	24
2020 Q1	$335K	Buy	4,642 +184	+4%	+$15K	0.12%	34
2019 Q4	$369K	Buy	4,458 +348	+8%	+$28.4K	0.11%	31
2019 Q3	$333K	Buy	4,110 +956	+30%	+$73.9K	0.11%	32
2019 Q2	$244K	Buy	+3,154	New	+$240K	0.09%	37

Other funds holding D

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JBJ Investment Partners's D Position: Q4 2021 in Review

JBJ Investment Partners reduced its Dominion Energy (D) stake by 28% in Q4 2021, selling an estimated $242K and leaving 8,235 shares worth $647K. The position accounts for 0.13% of the portfolio, ranked #36.

JBJ Investment Partners first reported a position in D in Q2 2019 and has held it in 11 quarters since. The position peaked at $1.87M in Q3 2020. 1,485 funds tracked by Wall St. Rank hold D as of Q4 2021.

JBJ Investment Partners held 8,235 shares of Dominion Energy worth $647K as of Q4 2021.
JBJ Investment Partners sold 3,216 Dominion Energy shares in Q4 2021, an estimated $242K.
Dominion Energy made up 0.13% of JBJ Investment Partners's portfolio in Q4 2021, its #36 holding.
JBJ Investment Partners first reported a position in Dominion Energy in Q2 2019 and has held it in 11 quarters since.
JBJ Investment Partners's Dominion Energy position peaked at $1.87M in Q3 2020.
1,485 funds tracked by Wall St. Rank held Dominion Energy as of Q4 2021.

Based on JBJ Investment Partners's 13F filing for Q4 2021, filed 8 Feb 2022.